Question

How to deal with 'archived' contacts?

  • 18 December 2023
  • 1 reply
  • 23 views

Userlevel 3
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We have a large number of people who are no longer interesting to us.

  • do not contact
  • retired
  • left company

etc. I cannot delete them (since i need the history and do not contact info). But they dramatically affect our ability to use Copper.

I would like to have an archive mode, or something, which acts like a meta filter, removes these people from view unless explicitly enabled.

i would think that the ‘search’ should still find them, but the list views would not.

Any suggestions on how to achieve this?


1 reply

Agreed here. Hubspot offers this.

 

It helps keep activity of the record and ensures we don’t add the same prospect in the future who has been disqualified as a prospect for us.

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